Jason Joanis
Director of Investments bei Slatestone Wealth LLC
Aktive Positionen von Jason Joanis
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Director of Investments | 01.01.2022 | - |
Portfolio Manager-Aktien | 01.01.2022 | - |
Karriereverlauf von Jason Joanis
Ehemalige bekannte Positionen von Jason Joanis
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Private Equity Investor | - | 30.10.2009 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | 01.01.1998 | 01.01.1999 |
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | 01.01.1999 | - |
Mitglied des Investmentausschusses | 01.01.1999 | - | |
Portfolio Manager-Aktien | 01.01.1999 | - |
Ausbildung von Jason Joanis
St. Norbert College, Inc. | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
DaneVest Capital LLC
DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
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